SEC 13F Intelligence

Capital Advisors Inc/Ok / PEP

Capital Advisors Inc/Ok’s Pepsico Inc Position

Does Capital Advisors Inc/Ok own Pepsico Inc (PEP)? Yes — 2.22M shares worth $345M (+5.55% of its 13F portfolio) as of Q1 2026, up from 2.21M shares the prior filed quarter.

Position Value
$345M
Q1 2026
Shares
2.22M
% of Portfolio
+5.55%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $192MQ2 ’19: $217MQ3 ’19: $217MQ4 ’19: $226MQ4 ’19Q1 ’20: $201MQ2 ’20: $229MQ3 ’20: $234MQ4 ’20: $252MQ4 ’20Q1 ’21: $244MQ2 ’21: $258MQ3 ’21: $264MQ4 ’21: $308MQ4 ’21Q1 ’22: $297MQ2 ’22: $287MQ3 ’22: $294MQ4 ’22: $312MQ4 ’22Q1 ’23: $316MQ2 ’23: $320MQ3 ’23: $294MQ4 ’23: $295MQ4 ’23Q1 ’24: $306MQ2 ’24: $290MQ3 ’24: $300MQ4 ’24: $268MQ4 ’24Q1 ’25: $275MQ2 ’25: $292MQ3 ’25: $311MQ4 ’25: $318MQ4 ’25Q1 ’26: $345Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.22M$345M+5.55%
Q4 20252.21M$318M+5.11%
Q3 20252.22M$311M+5.20%
Q2 20252.21M$292M+5.23%
Q1 20251.84M$275M+5.48%
Q4 20241.76M$268M+5.34%
Q3 20241.76M$300M+6.01%
Q2 20241.76M$290M+5.99%
Q1 20241.75M$306M+6.57%
Q4 20231.74M$295M+6.61%
Q3 20231.74M$294M+7.70%
Q2 20231.73M$320M+8.13%
Q1 20231.73M$316M+8.48%
Q4 20221.73M$312M+8.86%
Q3 20221.73M$294M+9.11%
Q2 20221.72M$287M+8.61%
Q1 20221.78M$297M+8.15%
Q4 20211.77M$308M+8.24%
Q3 20211.76M$264M+7.85%
Q2 20211.74M$258M+7.74%
Q1 20211.72M$244M+7.99%
Q4 20201.70M$252M+9.00%
Q3 20201.69M$234M+9.48%
Q2 20201.68M$229M+9.51%
Q1 20201.67M$201M+10.90%
Q4 20191.65M$226M+9.79%
Q3 20191.66M$217M+10.74%
Q2 20191.66M$217M+10.74%
Q1 20191.56M$192M+20.51%
Q4 2018183.3K$20M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Advisors Inc/Ok’s full portfolio or all institutional holders of PEP.